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Symbotic
SYM

198 hedge funds and large institutions have $3.36B invested in Symbotic in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 58 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 19

64% more capital invested

Capital invested by funds: $2.05B → $3.36B (+$1.31B)

43% more call options, than puts

Call options by funds: $98.8M | Put options by funds: $69M

30% more funds holding

Funds holding: 152 → 198 (+46)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

18% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 49

2.32% more ownership

Funds ownership: 75.96% → 78.28% (+2.3%)

Holders
198
Holders Change
+46
Holders Change %
+30.26%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
67
Increased
58
Reduced
49
Closed
19
Calls
$98.8M
Puts
$69M
Net Calls
+$29.8M
Net Calls Change
+$29.3M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$30.3M
2
Millennium Management
Millennium Management
New York
+$23.1M
3
Morgan Stanley
Morgan Stanley
New York
+$17.7M
4
Invesco
Invesco
Georgia
+$14.4M
5
Goldman Sachs
Goldman Sachs
New York
+$12.1M

Top Sellers

1
NIP
Nicholas Investment Partners
California
-$5.76M
2
FDS
First Dallas Securities
Texas
-$4.44M
3
ETC
Exchange Traded Concepts
Oklahoma
-$4.31M
4
AR
Advisory Research
Illinois
-$3.41M
5
LPL Financial
LPL Financial
California
-$3.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
76
AlphaCentric Advisors
Puerto Rico
$1.28M – – –
RA
77
Royce & Associates
New York
$1.21M +$614K +14,000 +147%
HAIM
78
Hunter Associates Investment Management
Pennsylvania
$1.19M -$12.9K -294 -1%
EIM
79
Essex Investment Management
Massachusetts
$1.13M -$1.75M -40,008 -64%
CS
80
Credit Suisse
Switzerland
$1.13M +$323K +7,368 +50%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$1.01M +$248K +5,664 +40%
ZCI
82
Zevenbergen Capital Investments
Washington
$962K +$822K +18,750 New
VIP
83
Vista Investment Partners
Oklahoma
$947K +$809K +18,450 New
FC
84
FORA Capital
Florida
$940K +$803K +18,319 New
SPIA
85
Steward Partners Investment Advisory
New York
$887K +$506K +11,550 +202%
JP Morgan Chase
86
JP Morgan Chase
New York
$813K +$284K +6,479 +69%
LCM
87
Lattice Capital Management
Washington
$796K – – –
NWA
88
New World Advisors
Massachusetts
$770K – – –
Walleye Capital
89
Walleye Capital
New York
$747K -$888K -20,254 -58%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$741K +$633K +14,429 New
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$739K +$33.4K +762 +6%
QC
92
Quent Capital
New York
$734K – – –
US Bancorp
93
US Bancorp
Minnesota
$685K +$476K +10,848 +435%
Mitsubishi UFJ Asset Management
94
Mitsubishi UFJ Asset Management
Japan
$678K -$224K -5,114 -26%
Osaic Holdings
95
Osaic Holdings
Arizona
$672K -$217K -4,946 -27%
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$658K -$818K -18,667 -59%
UBS AM
97
UBS AM
Illinois
$636K +$210K +4,800 +63%
ET
98
Entropy Technologies
New York
$628K +$537K +12,244 New
FDS
99
First Dallas Securities
Texas
$616K -$4.44M -101,192 -89%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$597K +$35.1K +800 +7%
2 3
4
5 6

SYM Hedge Fund Activity: Q4 2023 in Review

198 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q4 2023, worth a combined $3.36B — up 64% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SYM positions and 19 closed out — a net gain of 48 holders — while 58 added to existing stakes and 49 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $30.3M. The largest seller was Nicholas Investment Partners, cutting an estimated $5.76M.

  • 198 institutional investors held Symbotic (SYM) as of Q4 2023, up from 152 in Q3 2023.
  • Funds reported $3.36B of Symbotic stock for Q4 2023, up 64% quarter-over-quarter.
  • 67 funds opened new Symbotic positions in Q4 2023 and 19 closed out, a net change of +48 holders.
  • The largest Symbotic buyer in Q4 2023 was 1832 Asset Management, an estimated $30.3M added.
  • The largest Symbotic seller in Q4 2023 was Nicholas Investment Partners, an estimated $5.76M sold.

Based on aggregated 13F filings for Q4 2023.